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EverSource Wealth Advisors, LLC: FCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on FCX, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 55,030 FCX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,030 shares
    Change vs previous 13F +32,377 shares

    0.12% of the 13F portfolio, value $3,460,843.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 22,653 shares
    Change vs previous 13F +2,956 shares

    0.04% of the 13F portfolio, value $1,331,528.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,697 shares
    Change vs previous 13F +1,099 shares

    0.04% of the 13F portfolio, value $1,000,437.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,598 shares
    Change vs previous 13F +600 shares

    0.03% of the 13F portfolio, value $729,413.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,998 shares
    Change vs previous 13F +9,195 shares

    0.04% of the 13F portfolio, value $780,219.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,803 shares
    Change vs previous 13F +2,438 shares

    0.02% of the 13F portfolio, value $333,282.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,365 shares
    Change vs previous 13F -1,921 shares

    0.01% of the 13F portfolio, value $242,351.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,286 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $413,617.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).